DFX Intelligence
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Channel change (one enterprise)
12 advisors moved from C••••••• P••••••• I••••••••• A•••••••• L•• to C••••••• P•••••••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Macisaac | Newport Beach, Ca | Jan 13, 2026 | Dec 11, 2025 |
| Chad Kennedy Olson | Newport Beach, Ca | Jan 13, 2026 | Dec 11, 2025 |
| David M Coen | Lake Forest, Ca | Jan 13, 2026 | Dec 11, 2025 |
| Eric Zachary Weissman | Redwood City, Ca | Jan 13, 2026 | Dec 17, 2025 |
| Evan Lamb | Newport Beach, Ca | Jan 13, 2026 | Dec 18, 2025 |
| Janet Lucinda Josselyn | Newport Beach, Ca | Jan 13, 2026 | Dec 11, 2025 |
| Kyle Jeffrey Thompson | San Jose, Ca | Jan 13, 2026 | Dec 11, 2025 |
| Marie Norkett | Newport Beach, Ca | Jan 13, 2026 | Dec 11, 2025 |
| Michael Christian Eriquez | Newport Beach, Ca | Jan 13, 2026 | Jan 2, 2026 |
| Molly Mcquillan Powers | Newport Beach, Ca | Jan 13, 2026 | Dec 11, 2025 |
| Thomas William Goldman | Newport Beach, Ca | Jan 13, 2026 | Dec 11, 2025 |
The rule
- Registrations ended
- Jan 13, 2026
- Registered next
- Dec 11, 2025 to Dec 18, 2025
- Branch state
- CA
- Cities
- 4, most in Newport Beach, Ca
- Registered there that day
- 132 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape